Request for quotation and marking

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I am using master planning (in AX2012 CU3) to generate planned orders and when I firm those planned orders I choose extended marking, which automatically links the created purchase order line physically and financially to the sales order(s) based on the pegging.

We wanted to make use of the request for quotation feature in AX for some of the generated planned orders, however when we use the button to convert the planned order to a request for quote, the planned order and its associated pegging appear to be discarded. This means that when the time comes to accept a request for quotation reply, there is no longer a planned order to firm and therefore the option to create extented marking is not available.

Can anybody suggest a good way to incorporate the RFQ process without losing the ability to automatically mark the PO against the demand that created it? We are talking about large numbers of items at a time, so the last thing we want to be doing is manually creating seperate documents. If system development is the only option, what changes would you make to allow this process to work?

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  • Hi,

    Check the Inventory and warehouse parameters. There is a field "Reserve ordered items". Is this field marked? Otherwise it might be not possible from standard AX.

    kind regards,

    André Arnaud de Calavon  |  Microsoft Dynamics AX Solution architect  |  My blog  |  My company

    This post is my own opinion and does not necessarily reflect the opinion or view of my company, Microsoft, both its employees, or other MVPs.

  • Hi AndrĂ©, thanks for your reply.

    Good thinking, but that field is already checked so it doesn't help.